The ROI Group, LLC

Reliable, Objective Information

Financial advisor in Wayne, PA (show on map)

The ROI Group helps business owners and individuals build solid financial plans with education and expertise.

About

The ROI Group was established to assist business owners and individuals in creating robust financial plans through education and expertise, allowing clients to make informed decisions without undue pressure.

Business people first approach

No commission-driven advice

Focus on education and expertise

Services

Tax Mitigation

Strategies to reduce tax liabilities for businesses and individuals.

Tax planning Compliance assistance Strategic structuring

Employee Benefits

Design and manage low-cost employee benefit plans.

Retirement plans Group life insurance Disability and health plans Qualified sick pay

Risk Management

Mitigate business and personal risks through insurance and planning.

Key person insurance Overhead disability insurance Buy/sell funding Estate planning

Executive Compensation

Design compensation plans that align with business goals.

Non-qualified deferred compensation Executive bonus plans

Business Operational Insight

Provide advisory services to improve business operations.

Management by Objectives (MBO) advice Business overhead management Talent attraction and retention Cost-saving analysis Tax efficiencies

Credentials & Certifications

Over 30 years of experience in business ownership, operation, growth, sale, and advisory

Frequently Asked Questions

What is the ROI Group’s approach to financial planning? +

The ROI Group focuses on providing education and expertise to help clients make informed financial decisions without undue pressure.

How does The ROI Group handle fiduciary risk for businesses? +

The ROI Group offers guidance and education around fiduciary risks, helping businesses avoid lawsuits and ensure compliance with ERISA regulations.

What services are available for individuals and families? +

Services include savings and wealth building, protection and insurance, college planning, retirement planning, brokerage accounts, and older adult services.